Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,106 | $114,013-42.9% | $103,693-37.2% | $155,188-58.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.99% | 49.31%-29.3pp | 47.61%-27.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $6,844 | $3,131+118.6% | $2,920+134.4% | $4,248+61.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |